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Strategic Wealth Partners

EST. AUM
$1,644,729,979

CONTACTS
2

CLIENT ACCOUNTS
3,674

Firm Details

Metro area Cleveland
CRD Number 148586
Website swpconnect.com
Client types

Overview

Strategic Wealth Partners specializes in wealth management strategies for business professionals and entrepreneurs. They help clients make smart financial decisions throughout every stage in life. Their team of financial experts is with clients every step of the way—wherever they are at in their career—from building wealth and preparing for retirement to exiting a business. They work with clients to grow and protect their assets, minimize tax consequences, and maximize gains from liquidity events.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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